See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,841 | $64,707-15.2% | $112,228-51.1% | $68,494-19.9% |
| Participation rate | 94.3% | 67.2%+27.2pp | 75.1%+19.3pp | 67.9%+26.5pp |
| Annual return | 8.51% | -11.40%+19.9pp | 27.45%-18.9pp | -7.84%+16.4pp |
| Employer contribution / active EE | $1,415 | $2,746-48.5% | $3,635-61.1% | $2,596-45.5% |
| Participant deferral / active EE | $3,061 | $3,565-14.1% | $4,728-35.3% | $4,027-24.0% |
| Admin fee / account holder | $943 | $5,232-82.0% | $6,410-85.3% | $5,403-82.5% |